Internal Wholesaler, ETFs

Tobermory; Montreal (administrative region); On-site; CAD 74,000 - 99,000; Full time

Job summary

Bank of Montreal in Montreal, QC invites applications for an Internal Wholesaler, ETFs. The role requires self-motivation, strong interpersonal skills, and the ability to work in a fast-paced financial environment.

The successful candidate will hold a post-secondary degree, be fluent in English and French, and bring 3–5 years of related experience, with a solid understanding of intermediary sales and market.

Qualifications

• Post-secondary degree in related field
• 3–5 years of related experience
• Fluent in English and French
• Strong communication and interpersonal skills
• Knowledge of intermediary sales and market
• Detail-oriented with time management and organizational skills

Responsibilities

• Maintain relationships with internal and external stakeholders
• Develop sales strategies and business plans to meet targets
• Attend industry events to expand market presence
• Coordinate regular conference calls and presentations
• Contribute to product development and marketing initiatives

Skills

Bilingual EN/FR

Interpersonal skills

Analytical thinking

Problem solving

Attention to detail

Time management

Fast learner

Education

Post-secondary degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Publisher

Windows

Job description

Bank of Montreal based in Montreal, QC H2Y 1L6, Canada is inviting applications from suitable candidates for the position of Internal Wholesaler, ETFs who are self-motivated and have good interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The vacancies refer to Permanent employment or Full time job.

Employer Name: Bank of Montreal
Position: Internal Wholesaler, ETFs
No. of vacancies: 1
Salary: $63 per hour
Employment type: Permanent employment, Full time
Location: Montreal, QC H2Y 1L6, Canada

• The candidate should be fluent in English and French languages.
• The candidate must hold a post-secondary degree in a related field of study or an equivalent combination of education and experience.
• The ideal candidate will have at least 3 to 5 years of experience in a related industry.
• The candidate must have specialised knowledge gained through education and/or business experience.
• The candidate must have a fundamental understanding of intermediary sales and the market.
• The candidate should be a good team player with enough interpersonal and judge-mental skills.
• The candidate should be organized and flexible in nature.
• The candidate should give importance to values and ethics.
• The candidate should have excellent oral and written communication.
• The candidate should be client focused.
• The candidate should have good analytical and problem solving skills
• The candidate should be goal oriented.
• The candidate should be a quick learner.
• The candidate must be honest and trustworthy.
• The candidate should be energetic with a positive attitude.
• The candidate should be bondable and easily communicate
• The candidate should be hardworking.
• The candidate should have excellent time management skills and the ability to prioritize work.
• The candidate should have strong organizational skills with the ability to multi-task.
• The candidate must have extensive influence skills.
• The candidate should be proficient in Microsoft Word, Windows, Excel, Office, PowerPoint, Publisher and Outlook
• The candidate should be able to work in fast-paced busy environment.
• The candidate should be willing to work under pressure.
• The candidate should be required to perform repetitive tasks on frequent basis.
• The candidate should have an eye for details to submit work or send communications without error.
• The candidate will be expected to work mostly independently.
• The candidate must think creatively and come up with new solutions.
• The candidate must use their judgement to identify, diagnose, and solve problems within the constraints of the rules.
• Broader work or accountabilities may be assigned to the candidate as needed.
• The candidate will be expected to work with smaller clients, prospects, territories, issues, and relationships.
• The candidate will be expected to develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
• The candidate will be expected to establish effective relationships with internal and external stakeholders.
• The candidate will be responsible for ensuring stakeholder alignment.
• The candidate will be expected to create, maintain, and implement a business plan, including sales strategies, in order to meet sales targets and acquire new clients.
• The candidate will be required to attend industry and intermediary events in order to expand their market presence.
• The candidate will be expected to organise and arrange regular conference calls and presentations, either independently or in collaboration with portfolio managers, to promote new strategies.
• The candidate will be expected to contribute to product development and marketing in order to help the company grow overall.
• The candidate will be expected to break down strategic problems and analyse data and information in order to provide insights and recommendations.
• The candidate will be expected to monitor and track performance as well as address any issues that arise.
• The candidate will be expected to assist in the execution of strategic initiatives in collaboration with internal and external stakeholders.
• The candidate will be expected to assist in determining business priorities and the best sequence for executing business/group strategy.
• The candidate will be expected to conduct independent analysis and evaluation in order to resolve strategic issues.
• The candidate must demonstrate effective and timely use of the customer relationship management system as well as the expense reporting system.
• The candidate must follow all compliance, regulatory, and legal guidelines.
• The candidate will be expected to concentrate on a specific business or group.